• Medicare Review
o Part 1 – What is Medicare? Who must enroll? When must you enroll? How do you enroll? Medicare enrollment must be timely lest a monthly penalty be levied.
o Part 2 – Private insurance for Medicare. What does Medicare cost, what does it cover, and what doesn’t it cover? How does private insurance integrate with Medicare?
o Part 3 – You must plan for higher health care cost in retirement because of inflation and increased need for services as we age. How do we do this?
• Long Term Care insurance review